Adding / Editing Admin Notes within an Appointment

Adding / Editing Admin Notes within an Appointment

Quickly add and view administrative notes within your client appointments to provide more context or to include important reminders.


Step 1: Create an appointment on the calendar and select add under Admin Notes:.


Step 2: A rich text field will appear. Add your note. Then, select Add Appointment.


Step 3: To edit an admin note within an appointment, simply open the appointment on the calendar and select edit.